Israel Discount Bank of New York’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-210
Closed -$23K 412
2017
Q4
$23K Sell
210
-300
-59% -$32.8K 0.02% 366
2017
Q3
$56K Sell
510
-160
-24% -$17.6K 0.04% 239
2017
Q2
$73K Sell
670
-20
-3% -$2.19K 0.06% 184
2017
Q1
$75K Sell
690
-470
-41% -$50.9K 0.06% 177
2016
Q4
$125K Buy
+1,160
New +$127K 0.11% 116

Other funds holding AGG

Israel Discount Bank of New York's AGG Position: Q1 2018 in Review

Israel Discount Bank of New York sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2018, closing a stake of 210 shares — an estimated $23K sold.

Israel Discount Bank of New York first reported a position in AGG in Q4 2016 and held it in 5 quarters. The position peaked at $125K in Q4 2016. 873 funds tracked by Wall St. Rank hold AGG as of Q1 2018.

  • Israel Discount Bank of New York reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Israel Discount Bank of New York sold 210 iShares Core US Aggregate Bond ETF shares in Q1 2018, an estimated $23K.
  • Israel Discount Bank of New York first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 5 quarters.
  • Israel Discount Bank of New York's iShares Core US Aggregate Bond ETF position peaked at $125K in Q4 2016.
  • 873 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2018.

Based on Israel Discount Bank of New York's 13F filing for Q1 2018, filed 17 May 2018.